See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION2+ years Service code 15 · EIN 63-1156117 307 UNIVERSITY BOULEVARD NORTH · MOBILE, AL 36688 | Recordkeeping | $19,289 |
Service code 26 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Participants) | $9,000 |
INTERSERV, LLC2+ years Service code 26 307 UNIVERSITY BLVD NORTH · MOBILE, AL 36688 | Advisory (Participants) | $1,534 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,635 | $42,772+41.8% | $87,507-30.7% | $55,167+9.9% |
| Participation rate | 91.9% | 66.5%+25.4pp | 73.8%+18.1pp | 69.0%+22.9pp |
| Annual return | 9.63% | 21.20%-11.6pp | 12.21%-2.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,220 | $1,277-4.4% | $2,550-52.1% | $1,963-37.8% |
| Participant deferral / active EE | $3,530 | $2,342+50.7% | $3,149+12.1% | $3,054+15.6% |
| Admin fee / account holder | $190 | $461-58.9% | $4,221-95.5% | $504-62.4% |